N.E.W. Advisory Services’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$159K Buy
3,411
+13
+0.4% +$601 0.01% 247
2026
Q1
$167K Buy
3,398
+1,456
+75% +$67.7K 0.01% 229
2025
Q4
$84.7K Hold
1,942
0.01% 299
2025
Q3
$87.4K Hold
1,942
0.01% 261
2025
Q2
$84.3K Hold
1,942
0.01% 259
2025
Q1
$89.5K Buy
+1,942
New +$81.2K 0.01% 289

Other funds holding EXC

N.E.W. Advisory Services's EXC Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Exelon (EXC) stake by 0.38% in Q2 2026, buying an estimated $601 and bringing the position to 3,411 shares worth $159K. The position accounts for 0.01% of the portfolio, ranked #247.

N.E.W. Advisory Services first reported a position in EXC in Q1 2025 and has held it in 6 quarters since. The position peaked at $167K in Q1 2026. 886 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • N.E.W. Advisory Services held 3,411 shares of Exelon worth $159K as of Q2 2026.
  • N.E.W. Advisory Services bought 13 Exelon shares in Q2 2026, an estimated $601.
  • Exelon made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #247 holding.
  • N.E.W. Advisory Services first reported a position in Exelon in Q1 2025 and has held it in 6 quarters since.
  • N.E.W. Advisory Services's Exelon position peaked at $167K in Q1 2026.
  • 886 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.